See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,030 | $97,757-69.3% | $83,848-64.2% | $135,375-77.8% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -15.92% | 1287.37%-1303.3pp | 850.88%-866.8pp | 519.73%-535.7pp |
| Employer contribution / active EE | $688 | $4,222-83.7% | $3,631-81.1% | $4,779-85.6% |
| Participant deferral / active EE | $5,781 | $4,682+23.5% | $4,082+41.6% | $5,609+3.1% |
| Admin fee / account holder | $2,346 | $6,674-64.8% | $5,478-57.2% | $10,827-78.3% |